Semiconductor News & Analysis Feed
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2026-06-24
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2026-06-24
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2026-06-24
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2026-06-24
Jowi Morales
Valve engineers hinted that the nearly 45% price increase on the Steam Deck applied to the Steam Machine as well. This brings the estimated original price to under $750 for the base console.
2026-06-24
www.axios.com
2026-06-24
Axios
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2026-06-24
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2026-06-24
The Motley Fool
Nvidia: Rapid Revenue Expansion
Nvidia (
NVDA
0.40%
) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
It announced that its Vera Rubin platform entered full production on June 1, 2026, and it reported 72% net income margin for its fiscal first quarter ended April 26, 2026.
Advanced Micro Devices: Steady Revenue Trajectory
Advanced Micro
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia vs. Advanced Micro Devices: What Do Their Revenue Trends Tell Investors?
Robert Izquierdo, The Motley Fool
Wed, June 24, 2026 at 3:47 AM PDT 4 min read
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AMD
-2.27%
RXT
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Nvidia: Rapid Revenue Expansion
Nvidia (NASDAQ:NVDA) primarily generates its revenue by providing advanced graphics, computational, and networking solutions.
I
2026-06-24
www.marketwatch.com
2026-06-24
MarketWatch
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2026-06-24
www.marketbeat.com
2026-06-24
MarketBeat
WESPAC Advisors SoCal LLC Has $10.88 Million Stock Position in NVIDIA Corporation $NVDA
Written by MarketBeat
June 24, 2026
Image from MarketBeat Media, LLC.
KEY POINTS
WESPAC Advisors SoCal LLC trimmed its NVIDIA stake by 5.1% in the first quarter, ending with 62,372 shares valued at about $10.88 million. NVIDIA still represented 2.3% of the firm’s portfolio and its 13th-largest position.
Wall St
2026-06-24
www.marketscreener.com
2026-06-24
marketscreener.com
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2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
www.france24.com
2026-06-24
France 24
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2026-06-24
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2026-06-24
Idaho Statesman
2026-06-24
www.prnewswire.com
2026-06-24
PR Newswire
SPHERE AX Partners with U.S. AI Semiconductor Company Blaize at the National Assembly USA - English
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Blaize Inc.
Jun 24, 2026, 06:00 ET
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Korea-U.S. Physical AI Cooperation Gets Underway -- Joint Development of AI Semiconductor-Based Products
EL DORADO HILLS, Calif. and SEOUL, South Korea, June 24, 2026 /PRNewswire/ -- SPHERE AX (CEO: Yunha Park), a com
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
S.Korea chip giant SK hynix seeks $29 bn in Nasdaq listing: regulatory filing
Jihye SHIN and Claire LEE
Wed, June 24, 2026 at 2:59 AM PDT 2 min read
000660.KS
+0.98%
NVDA
-1.19%
^IXIC
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SK hynix is a key supplier to the world's most valuable company Nvidia (Jung Yeon-je)
South Korea's SK hynix, a maker of memory chips for artificial intelligence da
2026-06-24
www.barrons.com
2026-06-24
Barron's
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2026-06-24
www.datacenterdynamics.com
2026-06-24
Data Center Dynamics
Anthropic has signed a supply agreement with memory and storage company Micron.
The deal follows Micron's investment in the generative AI company's Series H funding round.
– Sebastian Moss
Micron and Anthropic will analyze how memory and storage subsystems perform across various workloads and interact across the AI infrastructure stack.
Anthropic said that this effort is expected to drive adva
2026-06-24
www.moomoo.com
2026-06-24
Moomoo
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2026-06-24
simplywall.st
2026-06-24
simplywall.st
United States/Semiconductors/NasdaqGS:ADI
What Analog Devices (ADI)'s AI-Chip Sentiment Shock After SK Hynix News Means For Shareholders
June 24, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
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In recent days, Analog Devices reported stronger-than-expected quarterly results and upbeat guidance supported by demand in industrial, automotive, communications infrastructure, and data ce
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Will Amazon's AI Chip Business Be a Threat to Nvidia?
Prosper Junior Bakiny, The Motley Fool
Wed, June 24, 2026 at 2:50 AM PDT 4 min read
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According to reports, Amazon (NASDAQ: AMZN) is in early talks to sell its Trainium AI chips to external customers, rather than just stacking its own data centers with these in-house-made chip
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
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